Connect Systeme.io and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Systeme.io and Apptivo CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Systeme.io integrations.
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
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Frequently Asked Questions
To start, connect both your Systeme.io and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Systeme.io triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Systeme.io data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Systeme.io and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Systeme.io and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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